Permissions

Access to data and Agent Connect features is determined by a user's role. Consider your organization's structure when you create your team hierarchy in Agent Connect, and any time you need to add a new user. Think about the user's responsibilities, and the information that user needs, and assign a role accordingly. Some roles can see or modify data only for themselves or their Team Members. Some roles have permission to see data for all users. Some permissions are configurable for the role.

Stream permissions

Team MemberTeam LeaderAdmin
View responsesSelfAll usersAll users
Access customer detailsConfigurableConfigurableConfigurable
Text searchSelfAll usersAll users
FiltersSelfAll usersAll users
Filter by team or Team Member—All usersAll users
Desktop notificationsSelfAll usersAll users
Email alerts—Own teamOwn team
Remove comments and feedback——All data

Reporting permissions

Team MemberTeam LeaderAdmin
Company trends—All usersAll users
Team trends—Own teamAll users
Team Member trendsSelfAll usersAll users
Rewards—All usersAll users
LeaderboardAll usersAll usersAll users

Team Management permissions

Team MemberTeam LeaderAdmin
View profilesSelfOwn teamAll users
Update and approve profiles—Own teamAll users
Edit roles and permissions——All users
Create and deactivate users——All users
Password resetSelfSelfAll users

QA permissions

Team MemberTeam LeaderAdmin
Conduct QA reviews—All usersAll users
View completed QA reviews—All usersAll users
Create assignments and scorecards——All users

1:1s permissions

Team MemberTeam LeaderAdmin
Conduct 1:1s—All usersAll users
View notes and action itemsSelfAll usersAll users

General permissions

Team MemberTeam LeaderAdmin
Survey design——Global
Rewards——Global
Marketing——Global
Integrations——Global
Export data——All data

Profile-level permissions

Most permissions are granted according to users' roles. However, you can grant the following permissions to individual users by editing the Additional Permissions area of individual profiles. For more information about editing profiles, see Profiles.

Additional profile-level permissionDescription
Administer passwordsAllows access to the Reset Passwords screen, where the user can reset passwords for any user, just as can be done by an Admin.

Team Leaders automatically have permission to do this for their Team Members as part of their role-based permissions.

Approve pending profilesAllows access to the Pending Profiles screen, where the user can approve profiles for any user, just as can be done by an Admin.

Team Leaders automatically have permission to do this for their Team Members as part of their role-based permissions.

Can exportAllows the user to export survey data. Team Members can export their own data, while Team Leaders and Admins can export all data.
Manage 1:1sAllows the user to create, edit, and share 1:1s for any user.
Participate in 1:1sAllows the user to participate in their 1:1s by adding notes and completing action items.